Clay Westover

Clay Westover joined Commercial Plus in 2023 bringing a strong background in the business and personal financial planning space. With 5 years’ experience in financial planning, Clay worked exclusively with high-performing entrepreneurs to reduce their tax liabilities, structure insurance and investment portfolios, and to help grow and sell businesses. Prior to wealth management, Clay served overseas in the US Navy. Clay holds a Bachelor of Science in financial planning from Texas Tech University, is a Certified Financial Planner (CFP®) and Certified Exit Planning Advisor (CEPA).

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